Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QDEF)

102 + Investors. Track Smart Money conviction in QDEF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — QDEF

Based on 102 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added QDEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
102 hedge funds hold QDEF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

44 buying33 selling
Last quarter: 44 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new QDEF position: 9 → 7 → 4 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 17% new
63 out of 102 hedge funds have held QDEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

7 → 9 → 7 → 4 → 16 new funds/Q
New funds entering each quarter: 9 → 7 → 4 → 16. A growing number of institutions are discovering QDEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 102 holders: 64 (63%) are 2+ year veterans, 16 entered 1–2 years ago, and 22 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 82% AUM from top-100 funds

82% from top-100 AUM funds
21 of 102 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in QDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — QDEF

In 2026 Q2, 44 hedge funds were net buyers of QDEF (16 opened a new position, 28 added to an existing one), while 33 reduced or exited (32 trimmed, 1 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 82% of total institutional value in QDEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 102.

Hedge Fund Ownership: QDEF

How many hedge funds hold QDEF — quarterly history vs. share price
Quarterly hedge fund ownership of QDEF vs. share price

Market Analysis: QDEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QDEF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: QDEF
102 + Investors

Track Smart Money conviction in QDEF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 102 87 17.24%
13F Shares 5M 5M 2.95%
Total Value $427M $380M 12.1%
New Positions 16 4 +12
Increased Positions 28 33 -5
Closed Positions 1 13 -12
Reduced Positions 32 27 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QDEF

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Institutional Holders (2026 Q2)

102 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QDEF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 QDEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stark Wealth Management LLC 2.14% 2,970 $208K
2 Vaquero Private Wealth, Ltd 1.19% 66,639 $5.8M
3 Clear Point Advisors Inc. 1.15% 14,881 $1.3M
4 Anson Capital, Inc. 1.14% 20,126 $1.8M
5 Rik Saylor Financial, INC. 1.10% 19,026 $1.7M
6 Sloy Dahl & Holst, LLC 0.78% 72,666 $6.3M
7 WT Wealth Management 0.66% 27,590 $2.4M
8 RVW Wealth, LLC 0.50% 88,065 $7.7M
9 REDW Wealth LLC 0.50% 16,033 $1.4M
10 Pacific Sun Financial Corp 0.41% 11,413 $993K
11 Kaydan Wealth Management, Inc. 0.31% 11,827 $1.0M
12 White Knight Strategic Wealth Advisors, LLC 0.26% 4,238 $369K
13 Beam Wealth Advisors, INC. 0.23% 11,603 $926K
14 L & S Advisors Inc 0.22% 24,195 $2.1M
15 Cedar Wealth Management, LLC 0.21% 9,576 $833K
16 Cambient Family Office, LLC 0.16% 14,489 $1.3M
17 Texas Capital Bank Wealth Management Services Inc 0.15% 31,413 $2.7M
18 West Bancorporation Inc 0.10% 2,664 $232K
19 Herold Advisors, Inc. 0.08% 4,799 $417K
20 Roberts Glore & Co Inc /Il/ 0.08% 3,500 $305K
21 Courier Capital LLC 0.06% 12,714 $1.1M
22 Grove Bank & Trust 0.05% 6,153 $535K
23 Investors Research Corp 0.05% 3,325 $289K
24 NORTHSTAR ASSET MANAGEMENT Co 0.04% 2,500 $221K
25 Ledyard National Bank 0.04% 5,503 $479K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Flexshares Tr (QDEF)

What does the Smart Money Trend signal show for QDEF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added QDEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QDEF?

Slight buying edge — 57% buying: Last quarter: 44 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QDEF holders?

Elite ownership — 82% AUM from top-100 funds: 21 of 102 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in QDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held QDEF?

62% of holders stayed for 2+ years: 63 out of 102 hedge funds have held QDEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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